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SIC

SJS Investment Consulting Portfolio holdings

AUM $919M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
+12.81%
1 Year Est. Return
+23.4%
3 Year Est. Return
+63.82%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$919M
AUM Growth
+$100M
Cap. Flow
+$8.56M
Cap. Flow %
0.93%
Top 10 Hldgs %
73.95%
Holding
3,000
New
529
Increased
1,513
Reduced
448
Closed
116

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.25M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.07M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.23M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.65M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M

Top Sells

Rank Stock Value
1
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$17.6M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
3
NVDA icon
NVIDIA
NVDA
+$1.82M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.1M
5
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$704K

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.98%
2 Technology 5.35%
3 Healthcare 3.58%
4 Consumer Staples 2.72%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GIL icon
2926
Gildan
GIL
$8.97B
– –
-43
Closed -$2.39K
GOCO
2927
DELISTED
GoHealth
GOCO
– –
-1
Closed -$2
GRAB icon
2928
Grab
GRAB
$12.5B
– –
-899
Closed -$3.29K
GSY icon
2929
Invesco Ultra Short Duration ETF
GSY
$3.93B
– –
-54
Closed -$2.71K
HCKT icon
2930
Hackett Group
HCKT
$273M
– –
-3
Closed -$40
HLLY icon
2931
Holley
HLLY
$326M
– –
-5
Closed -$16
HNI icon
2932
HNI Corp
HNI
$3.38B
– –
-1
Closed -$34
HOLX
2933
DELISTED
Hologic
HOLX
– –
-476
Closed -$36K
HTBK
2934
DELISTED
Heritage Commerce
HTBK
– –
-40
Closed -$500
HTGC icon
2935
Hercules Capital
HTGC
$3.26B
– –
-500
Closed -$7.38K
HYG icon
2936
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.3B
– –
-67
Closed -$5.33K
IEI icon
2937
iShares 3-7 Year Treasury Bond ETF
IEI
$17.3B
– –
-250
Closed -$29.6K
BRSL
2938
Brightstar Lottery PLC
BRSL
$1.97B
– –
-6
Closed -$77
IHG icon
2939
InterContinental Hotels
IHG
$22.6B
– –
-3
Closed -$401
IYH icon
2940
iShares US Healthcare ETF
IYH
$3.57B
– –
-615
Closed -$37.9K
JOBY icon
2941
Joby Aviation
JOBY
$6.35B
– –
-517
Closed -$4.27K
KRE icon
2942
State Street SPDR S&P Regional Banking ETF
KRE
$4.27B
– –
-163
Closed -$10.6K
LBRDA
2943
DELISTED
Liberty Broadband Class A
LBRDA
– –
-1
Closed -$51
LEG
2944
DELISTED
Leggett & Platt
LEG
– –
-6
Closed -$60
LEU icon
2945
Centrus Energy
LEU
$3.04B
– –
-2
Closed -$348
LNKB
2946
DELISTED
LINKBANCORP
LNKB
– –
-21
Closed -$176
MAMA icon
2947
Mama's Creations
MAMA
$694M
– –
-381
Closed -$5.84K
MAPS
2948
DELISTED
WM TECHNOLOGY INC A
MAPS
– –
-73
Closed -$49
MASI
2949
DELISTED
Masimo
MASI
– –
-162
Closed -$28.8K
MCW
2950
DELISTED
Mister Car Wash
MCW
– –
-31
Closed -$217
116 117
118
119 120

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SJS Investment Consulting's Q2 2026 Portfolio in Review

As of Q2 2026, SJS Investment Consulting held 3,000 positions worth $919M, up 12% from $819M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SJS Investment Consulting's Q2 2026 filing shows 529 new, 1,513 increased, 448 reduced and 116 closed positions. Its largest new stake was Kestra Medical Technologies: 20,060 shares worth $510K. The largest sale was Dimensional Short-Duration Fixed Income ETF, an estimated $17.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Healthcare.

  • SJS Investment Consulting's largest Q2 2026 buy was Kestra Medical Technologies: 20,060 shares worth $510K.
  • SJS Investment Consulting added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $6.25M increase.
  • SJS Investment Consulting's biggest Q2 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $17.6M.
  • SJS Investment Consulting fully exited Vanguard Short Duration Bond ETF in Q2 2026, selling an estimated $299K.
  • SJS Investment Consulting's ten largest holdings make up 74% of its $919M portfolio in Q2 2026.
  • SJS Investment Consulting opened 529 new positions and closed 116 in Q2 2026.
  • SJS Investment Consulting's portfolio value rose 12% quarter-over-quarter to $919M.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.